Abound Wealth Management’s Korn Ferry KFY Stock Holding History

Abound Wealth Management’s Portfolio KFY Stock Details KFY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-3	Closed	-$199	–	1557
2025 Q4	$199	Hold	3	–	–	﹤0.01%	1180
2025 Q3	$210	Hold	3	–	–	﹤0.01%	1103
2025 Q2	$220	Hold	3	–	–	﹤0.01%	1006
2025 Q1	$204	Sell	3 -1	-25%	-$68	﹤0.01%	976
2024 Q4	$270	Hold	4	–	–	﹤0.01%	929
2024 Q3	$301	Sell	4 -4	-50%	-$281	﹤0.01%	984
2024 Q2	$538	Hold	8	–	–	﹤0.01%	806
2024 Q1	$527	Hold	8	–	–	﹤0.01%	878
2023 Q4	$475	Sell	8 -2	-20%	-$102	﹤0.01%	937
2023 Q3	$475	Hold	10	–	–	﹤0.01%	824
2023 Q2	$496	Buy	+10	New	+$492	﹤0.01%	843

Other funds holding KFY

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Allspring Global Investments

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return